THE DISMAL SCIENCE
Pouting Pundits of Pessimism
Every bit of good economic news gives them reason for despair
http://www.opinionjournal.com/editorial/feature.html?id=110007622

On 12/5/05, Gruss Gott wrote:
>
> A fiscal conservative attempts to see the risks and hedge against
> them.  Conservatives prefer to control all variables and therefore opt
> for a reliable lower return rather than a higher unpredictable one.
>
> That makes the conservative position this:
>
> There's a lot of people up to their eyeballs in debt - both in and out
> of the housing market.  The country as a whole relies on $4 Billion of
> debt per day just to operate.  Oil is unpredictable for many factors
> including terrorism and speaking of terrorism another strike in
> America could cause who-knows-what.  AND the markets have just
> delivered an inverted yield curve which, historically, delivers a
> recession.
>
> Therefore, a conservative says, this is not the time to be taking on
> further risks such as debt and deficit spending.  Now is the time to
> batten down the hatches.
>
> You, on the other hand, take the liberal position: "Don't worry about
> it.  I run with scissors every day and I've never fell."
>
> Who's right?  Who knows.  My goal, though, is to make sure that if I'm
> right, 'm ready.  But, for a balanced look at the inverted yield curve
> meaning read this:
>
> http://www.thestreet.com/_googlen/mutualfundmonday/mutualfundmondaygg/10255617.html
>
> "As Tony Crescenzi, chief bond market strategist at Miller Tabak and
> RealMoney.com contributor, points out, every inverted yield curve
> since 1970 has been followed by a period in which S&P 500 earnings
> growth was negative, and has almost always preceded either an economic
> slowdown or a recession."
>
>
> (For what it's worth I agree with this guy:
> http://www.smartmoney.com/commonsense/index.cfm?story=20051129 )
>
>

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